Adobe’s (ADBE) Generative AI Advances Are Driving Innovation Across its Products
April 22, 2024
Adobe (ADBE) is harnising the power of Generative AI in its software applications. This company has a bright future ahead.
Research Reports
Demand Increases for Eli Lilly’s (LLY) Mounjaro With Delays in Filling Orders
April 21, 2024
Eli Lilly (LLY) can’t keep up with demand for Mounjaro, and now it has to make Zepbound too. That’s good news for shareholders.
MongoDB (MDB) Stock Drops Sharply after Weak Revenue Guidance
April 18, 2024
MongoDB (MDB) lowered revenue estimates for 2024, and the stock declined on the news. Let’s look into management’s story.
Cintas (CTAS) is Like a Machine in Pushing Sales, Profits, & Profit Margins Higher
April 17, 2024
Cintas (CTAS) is like a machine in regards to growing sales, profit margins, and profits. But investors have pushed the stock too high.
Accenture (ACN) is Growing Slowly as Organizations are Slow to Invest
April 16, 2024
Accenture (ACN) stock dropped as management lowered guidance. Although companies are doing big projects, its slow to develop.
Dollar General (DG) Delivered -38% Profit Growth With Losses From Shoplifting
April 15, 2024
LIke many brick-and-mortar retailers, Dollar General (DG) is experiencing a lot of shoplifting, which is hurting margins (and profits).
DoubleVerify (DV) Lowers Guidance; Stock Declines on High Volume
April 14, 2024
DoubleVerify (DV) lowered 2024 guidance in a big way after the company reported last quarter’s earnings. Let’s look at why.
GitLab (GTLB) Stock Declines as Management Lowers 2024 Profit Estimates
April 12, 2024
GitLab (GTLB) lowered revenue and earnings guidance, which caused the stock to take a deep dive. Here’s my outlook on the stock.
International Stores are Showing Strong Sales Growth at Costco (COST)
April 11, 2024
Costco (COST) is growing sales in Canad and other IInternational markets nicely (+9% last qtr). But the stock’s P/E is still too high.
Snowflake (SNOW) Dives As the CEO Quits Because the Company Wasn’t Using AI
April 10, 2024
Snowflake (SNOW) has work to do in bringing AI into the company. Meanwhile, SNOW is being thought of as just a data warehouse.
Five Below (FIVE) Continues to Suffer from Store Theft as the Shares Go Sideways
April 9, 2024
Five Below (FIVE) is growing sales and profits at a solid rate (both 19% last quarter). But investors are concerned about shoplifting.
Salesforce (CRM) is Growing Great as it Becomes a Leader in AI Software
April 9, 2024
Salesforce (CRM) has evolved into a faster growing company with its two catalysts: Data Cloud and Einstein its AI chatbot.
Celsius (CELH) Sales Soared 95% Last Quarter as Gross Profit Margins Swell
April 5, 2024
Celsius (CELH) broke out after it delivered exceptional revenue growth of 95% last qtr. But after this latest run, has the stock peaked?
Booking.com (BKNG) is Seeing Substantial Growth in Airline Ticket Sales
April 4, 2024
Booking (BKNG) had solid profit growth of 29% last quarter lead by bookings growth of 16% including a 46% jump in airline bookings.
CrowdStrike (CRWD) Scored Big Last Quarter with 250 New $1 Million-Plus Deals
April 3, 2024
Crowdstrike (CRWD) delivered a superior quarter in terms of new deals. But with the stock’s recent rise, what’s the upside for the stock?
Broadcom’s (AVGO) Alternative AI Solution Could Be Stiff Competition for NVIDIA.
April 3, 2024
Broadcom (AVGO) is already reigning in revenue from AI infrastructure. Now it seems the company can compete with NVIDIA.
Zscaler (ZS) Stock Seems Like a Better Deal Compared to Crowdstrike (CRWD)
March 31, 2024
Zscaler (ZS) is considered a peer to Crowdstrike in the cybersecurity space. But this quarter, ZS is a better value with higher upside.
HubSpot (HUBS) Stock is One of the Best Values in the Software Space
March 21, 2024
After a big run-up in software stocks this year, HubSpot (HUBS) stock now looks to be one of the best values in software space.
Palantir (PLTR) is Seeing a Flood of Demand from US Commercial Customers
March 20, 2024
Palantir (PLTR) is doing bootcamps to show potential corporate customers use cases, and its creating a flood of demand.
Cadence Design Systems (CDNS) Continues to Pursue AI, Solidifying its Core Business
March 20, 2024
Cadence Design Systems (CDNS) builds software that produces advanced computers. CDNS has been hot due to new advances in AI.
In an Odd Twist, Floor & Decor (FND) Stock Rises While Company Profits Decline
March 20, 2024
Floor & Decor’s (FND) business is hampered buy high mortgage rates which are hurting housing demand. Still, the stock flies higher.
The Trade Desk (TTD) Stretches its Wings to Take Connected TV Ads International
March 19, 2024
The Trade Desk (TTD) provides electronic targeted ads to Connected TVs. Now the company is seeing strength Internationally.
MercadoLibre (MELI) Dips After Earnings as Revenue Was Strong, Profits Weak
March 19, 2024
MercadoLibre (MELI) stock fell after a tax situation zapped profits last qtr. But the long-term outlook is still as good as ever.
Vertiv’s (VRT) Liquid Cooling Capabilities Improve With its Acquisition of CoolTera
March 18, 2024
Vertiv (VRT) makes infrastructure for AI datacenters. Its acquisition of CoolTera allows VRT to grow its liquid cooling exponentially.
Palo Alto (PANW) Aims to Be the Leader in Cybersecurity with Platformization
March 14, 2024
Palo Alto Networks (PANW) wants to be the one-stop shop for cybersecurity, and is giving away services to strive for this goal.
Dominos (DPZ) is Excited About its MORE Sales, Stores and Profit Strategy
March 14, 2024
Domino’s (DPZ) is offering its customers MORE bang for their buck with $20 meal deals which include pizza, bread sticks, and more.
Wingstop (WING) Stock Soars as Same Store Sales Rise for the 20th Straight Year
March 12, 2024
Wingstop (WING) has impressed investors with its robost same store sales growth, which clocked in at 21% last quarter in the US.
Uber (UBER) Stock Has Been Rising As Management Focuses on Profitability
March 12, 2024
Uber Technologies (UBER) has been a red-hot stock this past year as profits have been rising rapidly. Here’s my 1st look at UBER:
Cleaning Chemical Company Ecolab (ECL) Has Strong Momentum as Margins Rise
March 12, 2024
Ecolab (ECL) is delivering acelerated profit growth as margins are rising. ECL has good momentum as 2024 profits could hit record highs.
TJX (TJX) Delivered Strong Profit Growth Last Quarter As Profit Margins Jumped
March 12, 2024
TJX (TJX) had profits surge 37% last qtr as margins rose due to lower freight costs, less theft, strong markups & lower markdowns.
Pool Corp (POOL) Continues to Deliver Poor Profit Growth & Lower Estimates
March 12, 2024
Pool Corp (POOL) is still reporting poor results as high interest rates and past inflation makes it more expensive to buy a pool.
NVIDIA (NVDA) is on an Unbelievable Bullish Run, and is Worthy of its High Price
March 12, 2024
NVIDIA (NVDA) has gone from around $250 to around $850 durint the past year. And I think the stock is still undervalued.
Grainger (GWW) Should See Growth Normalize With Tamer Inflation
March 11, 2024
Grainger (GWW) had been growing profits briskly with the help of higher product price inflation. Now, growth should normalize.
Here’s Two Reasons Why I Think Arista Networks’ (ANET) Run is Done
March 10, 2024
Arista Networks (ANET) has been one of the hottest stocks lately. But there are a couple of things that make me think the run is done.
Confluent (CFLT) Stock Bounced Back as Business Improved Last Quarter
March 10, 2024
Confluent (CFLT) stock bounced back from a bad selloff a few months earlier as investors were pleased business has stabilized.
O’Reilly Automotive (ORLY) Lowers Profit Estimates Heading into Fiscal 2024
March 10, 2024
O’Reilly Automotive (ORLY) lowered profit estimates heading into 2024, as inflation on auto parts isn’t what it used to be.
S&P Global (SPGI) Profits Climb as Bond Issuance Successfully Rebounded
March 9, 2024
S&P Global (SPGI) is seeing a pick up in bind issuance, which helped its Ratings division grow revenue a solid 19% last quarter.
Pepsico (PEP) Goes Back to Being a Slow Grower as Inflation Simmers Down
March 9, 2024
Pepsico (PEP) has entered a slower growth phase. Still, with a P/E of only 21, this Blude Chip stock has some upside potential.
Datadog (DDOG) Management Lowers 2024 Profit Estimates as Billings Climb
March 9, 2024
Datadog (DDOG) cut 2024 profit estimates. But investors didn’t seem to mind. Let’s take a look into this tech stock’s situation.
Fortinet’s (FTNT) Cybersecurity Hardware Sales are Still Weak; Stock is Strong
March 6, 2024
Fortinet (FTNT) is seeing a slowdown in Product sales (-10%) while Service sales are doing well (+25%) as the stock flies higher.
Cloudfare (NET) is Seeing Robust Momentum with Large Customers
March 5, 2024
CLoudflare (NET) closed out 2023 with robust momentum as is landed a slew of large customers, including government deals.
Meta (META) Stock Breaks Through $500 as Profit Estimates Continue to Rise
March 1, 2024
Meta (META) shares just broke through $500 as profit estimates continue to climb. With a P/E of just 25, this stock could push to $600.
Wase Managemenet (WM) Stock Climbs as Profits Analyst Whip Expectations
February 28, 2024
Waste Management (WM) just delivered a blowout quarteer with profits up 34%. The stock soared on the news as 2024 looks good.
Old Dominion Freight Line (ODFL) Stock is Doing Better Than its Fundamentals
February 27, 2024
Old Dominion (ODFL) is delivering lackluster results in a soft economy. But the stock is telling me better times might be ahead.
Paycom Software (PAYC) Continues to Be in a Funk as Profit Estimates Drop
February 27, 2024
Paycom Software (PAYC) has cut profit estimates the past two quarters. Now I’m wondering if digital HR is a saturated market.
Amazon (AMZN) Delivers Accelerated Growth in Retail, International, and AWS
February 26, 2024
Amazon (AMZN) shows its past the sluggish growth of 2023 as it delivered accelerated revenue growth in every division last qtr.
Fiserv (FI) Delivers Another Solid Quarter as Clover and Zellle Drive Results
February 23, 2024
Fiserv (FI) delivered a solid quarter with 15% profit growht as POS system Clover and money transfer app Zelle lead the way.
Chipotle Mexican Grill (CMG) Continues Get More Sales Out of Locations
February 23, 2024
Chipotle (CMG) continues to get more out of each store as same store sales increased 8.4% last qtr with help from Chipotlanes.
Advance Micro Devices (AMD) is Seeing Strong Demand for its AI Processors
February 23, 2024
AMD (AMD) is seeing strong demand for its new AI infrastructure from big enterprises including Meta, Amazon and Microsoft.
Tractor Supply’s (TSCO) Sales & Profits Seem to Have Lost That Growing Feeling
February 22, 2024
Tractor Supply (TSCO) seems to be in a slow-growth period. In addition, the stock doesn’t seem to have much upside at these levels.
McDonald’s (MCD) Launches the Beverage Centric CosMc’s Concept
February 21, 2024
McDonald’s (MCD) has a new concept called CosMc’s that just launched. CosMc’s specializes in cold drinks, like slushes and teas.
Alphabet (GOOGL) Incorporates its AI Platform Gemini Across All its Divisions
February 21, 2024
Alphabet (GOOGL) is implimenting AI into al its products. And this looks to be paying dividends in Search, Cloud and YouTube Ads.
Microsoft (MSFT) Stock Climbs Higher as Profit Growth Remains Strong
February 20, 2024
Microsoft (MSFT) continues to climb higher as profits grow 20%-plus a quarter. But does the stock have the power to go higher?
Apple’s (AAPL) Vision Pro Doesn’t Seem Like the Catalyst its Expected to Be
February 20, 2024
Apple’s ) Vision Pro needs to be a catalyst for company profits to give the stock fuel to move higher. But I don’t envision it.
American Express (AXP) Blasts to Record Highs as Delinquencies Remain Low
February 13, 2024
American Express (AXP) stock shot higher after the company reported earnings last qtr. And with a PE of 16, AXP is still cheap.
Visa (V) Management is Seeing Relatively Stable Growth in Overall Payments
February 13, 2024
Visa (V) is growing good with stable growth in payments volume and processed transactions. Plus, its stock seems undervalued.
MasterCard (MA) Delivers Solid Results Driven By Healthy Consumer Spending
February 12, 2024
MasterCard (MA) is seeing healthy consumer spending, with revenue and profits coming in above expectations as the stock climbs.
Starbucks (SBUX) Misses Expectations, But the Stock Looks Like a Good Buy
February 12, 2024
Starbucks (SBUX) missed profit and revenue expectations due to China weakness and political issues. But the stock looks good..
Lockhead Martin (LMT) is Delivering Slow Profit Growth & the Stock is Slacking
February 9, 2024
With countries around the world increasing defense budgets, Lockeed Martin (LMT) should be growing nicely. But its not.
Slow Sales & Declining Margins Are Dragging Down Tesla (TSLA) Stock
February 8, 2024
Slow sales and declining profit margins are hampering Tesla (TSLA). This stock needs a catalyst to get moving higher again.
Supermicro Computers (SMCI) Could Be On Its Way to $1000 Per Share
February 7, 2024
Supermicro Computer (SMCI) said this AI boom will last for many quarters, if not years. And demand could last for decades to come.
Sherwin Williams (SHW) is Going Through a Slow Growth Period
February 6, 2024
Sherwin Williams (SHW) is in a slow-growth period in terms of sales and profit growth. Lower morgage rates could boost demand.
DR Horton’s (DHI) Affordable Homes Make the Stock an Attractive Investment
February 6, 2024
DR Horton (DHI) is in a sweet spot where more people are needing homes. Especially with immigrants crossing over the border.
ServiceNow (NOW) Stock is Flying High as Revenue is Rolling in Due to AI
February 4, 2024
ServiceNow (NOW) Is rolling in new business as its AI offerings are leading the software space. And its stock is flying high.
Johnson & Johnson (JNJ) is a Very Safe Stock. But Does it Grow Fast Enough?
February 1, 2024
Johnson & Johnson (JNJ) is a very safe holding with a 3% dividend yield. But investors have to accept JNJ’s sluggish stock growth,
UnitedHealth (UNH) Experiencing Higher Expenses as Seniors Opt For Procedures
January 29, 2024
UnitedHealth (UNH) is experiencing higher costs due to Medicare Advantage. But the stock is still delivering profits like usual.
RH (RH) Loses Money as Expansion and Light Demand Hurt Profits
January 20, 2024
RH (RH) posted a loss last quarter as th company dissapointed investors once again. But the stock does have long-term potential.
Adobe (ADBE) Customers are Loving New High Tech Offerings Like Firefly
January 17, 2024
Adobe (ADBE) has some great new AI features like Adobe Firefly for digital artists, and that’s helping boost the stock higher.
Costco (COST) Pays a Special Dividend, But it Might Be Time to Sell the Stock
January 12, 2024
Costco (COST) is paying a special $15 dividend today to its shareholders. But with a high P/E and a soppy chart, it may be time to sell.
Nike (NKE) Gets Back on its Feet as Quarterly Profit Growth Hits 21%
January 9, 2024
Nike (NKE) had a glut of inventory to discount during 2022 & 2023. Now that issue has passed and profits are back again baby!
Factset Research (FDS) Just Introduced Factset Mercury, a Banking Platform with AI
January 9, 2024
Factset Research (FDS) is seeing slow profit growth right now. But the company has some AI initiatives that can boost revenue.
Dollar General (DG) Profits Plummet Due to a Significant Headwind in Shoplifting
January 7, 2024
Dollar General’s (DG) profits are way down due to high shoplifting. And management doesn’t seem to have good plans for a fix,
Accenture (ACN) is a Leader in Generative AI Consulting for Big Companies
January 7, 2024
Accenture (AI) is seeing significant demand for cloud migration and modernization including Generative AI platforms and security.
Eli Lilly’s (LLY) Profit Potential with Drugs Mounjaro and Zepbound is Exceptional
January 7, 2024
Eli Lilly (LLY) could be a leading stock for 2024 as its diabetes drug Mounjaro and its weight loss drug Zepbound are now available.
TJX (TJX) Profits Jump 20% Due to Higher Customer Traffic at TJ Maxx, Marshalls
January 7, 2024
TJX (TJX) delivered solid profit growth last quarter which management says came from an increase in customer traffic across all brands.
Five Below’s (FIVE) Profits Are Down Because People Are Shoplifting Stuff
January 5, 2024
Five Below (FIVE) is growing sales nicely (+14% last qtr) but profits are poor (-10%) as shoplifting is taking down profit margins.
S&P Global (SPGI) Chould See High-Teens Growth for its Financial Software in 2024
December 29, 2023
S&P Global (SPGI) had accelerated revenue growth across all divisions last quarter. And analysts see better things in store in 2024.
Will MongoDB (MDB) Stock Be Able to Climb Higher if Growth Slows?
December 28, 2023
MongoDB (MDB) has been on a nice run higher the past year. But growth is expected to slow, and that could mean a lower valuation.
Snowflake (SNOW) is Seeing Signs of Stability in the Macro Environment
December 27, 2023
Snowflake (SNOW) is finally seeing signs the macro environment for data consumption is picking up. And its AI offerings are helping.
Cadence Design Systems (CDNS) is Benefiting from AI, 5G & Autonomous Driving
December 27, 2023
Cadence Design Systems (CDNS) is benefiting from generational trends like AI that are boosting demand for semiconductors.
The Trade Desk (TTD) Continues to Reap Rewards from Connected TV
December 27, 2023
The Trade Desk (TTD) continues ot deliver solid results in a suppressed ad market as people continue to move away from cable TV.
Lululemon (LULU) Stores Are Busy For the Holiday Shopping Season
December 27, 2023
Lululemon (LULU) is having a busy holiday shopping season. But the stock’s recent run higher has zapped a lot of its upside.
DR Horton (DHI) Stock Surges Higher as Mortgage Rates are Set to Decline
December 27, 2023
DR Horton (DHI) stock has surged this month as investors anticipate lower interest rates in 2024, which should boost housing sales.
Merck (MRK) Stock Lost its Momentum During 2023 Even as Results Were Good
December 26, 2023
Merck (MRK) delivered good results last quarter. But this slow-growing company has a stock that’s been lackluster during 2023.
AMD (AMD) Stock Breaks Out After the Company Releases its AI Chipset: AI300
December 22, 2023
Shares of AMD (AMD) broke out after the company introduces its MI300 line of AI chipsets. But now shares of NVIDIA look better.
Generative AI is Creating Cybersecurity Problems that Zscaler (ZS) Can Solve
December 20, 2023
Generative AI is allowing loopholes that hackers can use to get to an organizations network. Zscaler (ZS) can help with that.
CrowdStrike (CRWD) is Thriving, But the Stock is on a Parabolic Move Higher
December 20, 2023
CrowdStrike (CRWD) continues to deliver excellent results. Investors have noticed, and they’ve been pushing the stock higher.
Broadcom (AVGO) Stock Jumps As VMware is Expected to Boost Revenue
December 20, 2023
Broadcom (AVGO) is expected to have revenue jump 40% 2024, but profits are estimated to rise just 10% as it integrates VMware.
Palo Alto Networks (PANW) Shines as Cybersecurity Spending is Looking Up
December 19, 2023
Palo Alto Networks (PANW) is seeing strong demand for cybersecurity as high profile hacks are hitting large organizations.
Salesforce (CRM) is Scoring Big Deals With its Data Cloud and AI Chatbot
December 19, 2023
Salesforce (CRM) grew its $1 million deals 80% year-over-year as its customers are loving its Data Cloud and Einstein GPT Copilot.
Celsius (CELH) Revenue Doubles as PepsiCo Helps With Store Expansions
December 19, 2023
Celsius Energy (CELH) hd renue growht of 104% last quarter as the company is raping the rewards of its PepsiCo distribution deal.
NVIDIA (NVDA) Stock Made a Big Run Higher in 2023. What’s in Store for 2024?
December 14, 2023
NVIDIA (NVDA) stock went on a serious run higher in early 2023. Now the stock is digesting its gains, and is poised to move in 2024.
GitLab (GTLB) Breaks Out to 52-Week Highs After Delivering Another Profit
December 13, 2023
GitLab (GTLB) posted good results last quarter, which pushed the stock to new highs. But was this due to price increases not demand?
MasterCard (MA) Grows Profits 26% as Fraud Detection is in High Demand
December 13, 2023
MasterCard (MA) delivered accelerating profit growth last quarter as its customers are paying up for its fraud prevention services.
Floor & Decor’s (FND) Numbers Are Bad, But the Stock is Still Doing Good
December 11, 2023
Floor & Decor (FND) has been deliving some poor revenue and profit growth. But investors are looking ahead to better times.
Bill.com (BILL) Stock Gets Smoked as Management Lowers Guidance Big Time
December 10, 2023
Bill.com (BILL) dropped an egg in its last earnings report. And although the stock seems like a deal now, 2024 growth looks terrible.
HubSpot’s (HUBS) Future is Bright as the Company Adds AI to its CRM Software
December 8, 2023
HubSpot (HUBS) has been adding to its AI repertoire while expanding profit margins at the same time. The future is bright here.
Cloudflare’s (NET) Workers AI Could Be the Next Big Thing in Artificial Intelligence
December 8, 2023
Cloudflare (NET) could be a leader in the AI space with its Workers AI platform which allows users to run machine learning models.
Booking (BKNG) Still Seeing Strong Travel Trends, But Growth May Slow in 2024
December 7, 2023
Booking.com (BKNG) continues to delivers strong growth. But is the travel trend slowing down? Let’s take a closer look.
Earnings
BKNG 2024 Q2
March 26, 2024
Booking Holdings (BKNG) is expected to report qtrly profits (EPS) and revenues:
Profits Estimates: $14.07 vs. $11.60 = +21%
Revenue Est: +12%